Stock ownership · SEC 13F · Q1 2025

INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF

Who owns INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF (CUSIP 46137V886)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$305K
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q1 2025, 2 institutions report $305K in INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$305K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q1 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46137V886 · Q1 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $0.3M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF position has risen from 1 to 2 over the last 4 quarters of 13F filings.

0.511.522.5 Q1'24Q3'24Q4'24Q1'25 2
Distinct 13F filers holding INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 JONES FINANCIAL COMPANIES LLLP 1,730 $185K 60.7%
2 Nova Wealth Management, Inc. 1,106 $120K 39.3%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF's reported holders for Q1 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q1 2025

New positions (2)

JONES FINANCIAL COMPANIES LLLP $185K
Nova Wealth Management, Inc. $120K

Complete exits (1)

Park Square Financial Group, LLC exited

Frequently Asked Questions

How many institutions hold INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF?▼
INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF is held by 2 institutional investors per the latest SEC Form 13F filings as of Q1 2025.
What is the total institutional value of INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF?▼
Institutions report $305K of INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF as of Q1 2025.
How concentrated is ownership of INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF?▼
The top five institutional holders account for 100% of the reported institutional value in INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF?▼
JONES FINANCIAL COMPANIES LLLP is the largest reported holder of INVESCO DORSEY WRIGHT CONSUMER STAPLES MOMENTUM ETF with $185K across 1,730 shares as of Q1 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.